We are looking for a Business Analyst to support a wealth management-focused technology and process initiative for a major financial institution in Hong Kong. This is a hands-on delivery role working closely with business stakeholders, product teams, and technical delivery teams to translate business requirements into actionable specifications within the wealth management domain.
Candidates must have hands-on experience within a wealth management or private banking environment.
Key Responsibilities
- Gather, document, and validate business requirements from wealth management stakeholders
- Translate business needs into functional requirements, user stories, and process flows for development teams
- Collaborate with UX, engineering, and QA teams throughout the delivery lifecycle
- Support UAT planning and execution, ensuring solutions meet business and regulatory requirements
- Work across systems relevant to wealth management operations, including client onboarding, KYC, portfolio, or advisory platforms
- Liaise between business and technology teams to manage scope, priorities, and delivery timelines
- Ensure alignment with regulatory and compliance standards within the wealth management space
What We're Looking For
- Proven track record within wealth management, private banking, or private wealth
- Experience in business analysis, requirements gathering, or project delivery within financial services
- Background with a private bank, wealth manager, or consulting/SI vendor serving a banking client
- Experience with client onboarding, KYC, CRM, or investment/advisory platforms
- Strong requirements-gathering and stakeholder management skills
- Strong written and spoken English and Cantonese
If you are a wealth-focused BA seeking a role that bridges business, technology, and regulatory delivery within private banking, we would love to connect.
This is a 12-month contract role based in Hong Kong.